Group Reports

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Group Reports

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Assigned Items (Group)

This report lists all items, and for each item, shows the groups that have been assigned the item.

On each report, the number in parenthesis next to the category, item or group name indicates the total number of items assigned beneath it. The categories and items displayed on this report is sorted according to the Ranking set up for each. See Categories & Items for details.

Assigned Items by Group

This report lists all Groups, and for each group, shows the items that have been assigned.

On each report, the number in parenthesis next to the category, item or group name indicates the total number of items assigned beneath it. The categories and items displayed on this report is sorted according to the Ranking set up for each. See Categories & Items for details.

Group Account Statement

This report is designed to be sent to your group contacts.  It is formatted such that the group address will appear in a standard window envelope, and the return address of your organization is displayed on the report. (If you haven't set your organization's return address, see Organization Preferences.)

The upper portion of this report includes the current account balance. The lower portion of the report is their statement of account, showing account history.

When this report is selected, an additional Options tab is available on the Report Settings window, with the following settings:

Statement Text - Optional texts to display above or below the statement.

Include Remittance Advice - Select this option to display a "tear off" remittance form for the recipient to use to return a payment.

Return Address - The return address to display on the Remittance Advice. This enables you to provide a different location for collection of payments rather than the default return address specified in report Preferences.

Include Balance Forward - Select this option to sum all postings prior to a specified date and print it on the report separately from the postings following that date.  This setting is designed to avoid displaying the entire posting history of a member. For example, you could sum everything prior  to the end of the previous year, and display only entries for this year.
 
After selecting the Include Balance Forward option, the following fields must also be set:

Date: The Date Recognized to use for the balance forward calculation.  All postings ON or BEFORE the date will be summed and displayed with your Label.  Postings shown on the rest of the report will be limited to those with a Date Recognized AFTER the date. (Other criteria can still be used, but the Date Recognized > YourDate will be added automatically behind the scenes.

Label: The text to display to the left of the balance.  If you choose a date of 12/31/2012, you might want text like "Balance forward as of 1 January:" but the choice is yours.

Group Dues Receipt

The receipt report can be generated for one or more posting records.  It is formatted such that the group address will appear in a standard window envelope, and the return address of your group is displayed on the report. (If you haven't set your group's return address, see Organization Preferences.)

If you have marked entries for receipt printing by selecting the "Mark for Printing" option for the "Print Receipt" field, you can use report criteria similar to:

Print Receipt = ON

 

to retrieve all of the marked records

Group List

This report is a simple line-item listing of basic group data, including Group Name and contact information.

Group Membership List

This report is grouped by Group Name, and lists the name and member ID of all members assigned to each group.  If no selection criteria is used, the report will automatically display all members for all groups.

Note: When using report criteria with this report, any address criteria apply to the Group record, not the members. i.e., if you use criteria like, "City = My Town", it means the city on the Group record should be "My Town". Associated membership records are not examined for address criteria.

Mailing Labels

This report provides a basic address label.

Roster

This report prints a three-column list of group name, address, and contact information.

Sent Mail by Recipient

This report lists the Subject, Date/Time, and Priority of all email they have been sent, grouped by recipient.

Note that MemberTies has no way of knowing if email has been received or even processed after it has been handed off to your mail server.  So this report is essentially showing what your mail server was given to process.

Summary

This report provides a full summary of each group record.

To Do List

This report lists To Do items, grouped by group. Settings control whether the report includes open, closed, and future items.